Trending Conversations 2016

What matters to affluent investors worldwide?How do their views differ from region to region — and from country to country? Do millennial investors truly view the world differently? For insight, see highlights below from our 4th annual survey — asking affluent investors in 19 countries about their current investments and future opportunities.

Global key findings

Global
summary

Global key findings

Millennials: more conservative as investors

Millenials: more conservative as investors

Most Investors over 40 say the glass is half-full

% optimistic about investing in 2016

Most Investors over 40 say the glass is half full

Where they live matters

Portfolio return in 2015 (%) for investors over 40

Where they live matters - Portfolio return in 2015 (%) for investors over 40

Looking abroad for opportunity

64% of investors over 40, say they'll focus more on international investments next year

Looking abroad for opportunity - 64% of investors over 40, say they'll focus more on international investments next year

Thinking twice

68% of investors over 40, said they were more risk averse/conservative this year than last year

Thinking twice - 68% said they were more risk averse/conservative this year than last year

Are we there yet?

Only 54% of investors over 40 feel the global economy has fully recovered from the financial crisis

Are we there yet? Only 54% of investors over 40 feel the global economy has fully recovered from the financial crisis

Threshold of pain?

Size of decline that would cause selling of equities:

Threshold of pain? Size of decline that would cause selling of equities:

Where the wild things are

The riskiest countries for investors:

Where the wild things are - The riskiest countries for investors:
Regional key findings

Regional
key findings

Regional key findings

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region

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key findings

Select a country to view key findings
Methodology

Methodology

Methodology

A quantitative online survey methodology was used to conduct the study, with a total of 5,370 high-net worth investors across 19 markets completing the questionnare.

Market Sample size
United States N = 458
Europe (UK, France, Spain, Italy, Germany, Switzerland, Belgium, Sweden) N = 1,600 (200 per market)
Asia (Hong Kong, Singapore, Japan, Taiwan, China, South Korea) N = 1,150 (150-200 per market)
Latin America (Brazil, Chile, Mexico, Colombia) N = 800 (200 per market)
Australia N = 200

Respondents had to meet the following screening criteria:

  • Sole or joint decision-maker for household investment decisions
  • $200,000+ investable assets (includes investment real estate but not primary residence/vacation property)
  • Main Sample / Core 40+ HNWIs / Older Investors: Age 40-75 (N= 4,103 Completes)
  • Millennial Sample: Age 18-39 (N=1,267 Completes)

Field work for the survey was conducted between December 3, 2015 and January 8, 2016. In each market, sample included roughly equal numbers of respondents for the $200K-$999K group and $1M+ group; the data was then weighted to be representative of the $200K-$999K and $1M+ household total investable assets populations. Global investor figures are composites based on weighted average of country specific findings; the weighting is by relative incidence of qualified investors in each country. Note: Because of rounding, percentages may not add up to 100%.

The research was conducted by Northstar Research Partners, an independent global marketing research firm with offices in New York, Atlanta, Toronto, London and Jakarta (www.northstarhub.com). Northstar conducts research across a wide range of industry sectors and is a recognized leader in financial services marketing research.

The main sample for comparisons to last year's data includes only high net worth investors aged 40-75, with Millennial data providing an additional data set that serves as a supplement to this year's study.

In retirement questions (G12 and G13) that asked for a numeric amount needed to enjoy retirement, respondents were asked to give a figure in their home currency, which was later converted to US dollars for comparison purposes. Medians were used to report averages in order to lessen the impact of extremely high answers on the data.

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